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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Hartford Climate Opportunities F
Price$16.87
Change-$0.24 (-1.40%)
VolumeN/A
Net Assets125.78M
CWIAX vs HEOFX Comparison Chart
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CWIAX vs. HEOFX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a StrongBuy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. HEOFX (126M). CWIAX pays higher dividends than HEOFX: CWIAX (1.67) vs HEOFX (0.80). CWIAX was incepted earlier than HEOFX: CWIAX (23 years) vs HEOFX (8 years). HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 8.11 vs. CWIAX (7.05). HEOFX return over 5 years is better than : 47.13 vs. CWIAX (37.25).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 4.316 | 4.200 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 126M | 101,587% |
| Annual Yield % from dividends | 1.67 | 0.80 | 208% |
| Returns for 1 year | 7.05 | 8.11 | 87% |
| Returns for 3 years | 18.85 | 13.40 | 141% |
| Returns for 5 years | 37.25 | 47.13 | 79% |
| Returns for 10 years | 65.61 | N/A | - |
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